Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2024)

As of Dec 31, 2024, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 17, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2024, the filing reported:

New Buys - Tesla, Inc.

Increases - Apple Inc., Applied Materials, Inc., Berkshire Hathaway Inc. New, Chevron Corporation, Fidelity MSCI Health Care Index, and 17 more

Reductions - Accenture plc, Amazon.com, Inc., Broadcom Inc., Home Depot, Inc. (The), Pepsico, Inc., and 4 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	AAPL Apple Inc.	Apple Inc.	Buy	+272	+0.5%	$13.54K	54,085
Q4 2024	ACN Accenture plc	Accenture plc	Sell	-4	-0.0%	$6.60K	18,773
Q4 2024	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Buy	+290	+1.8%	$2.60K	16,004
Q4 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-109	-0.2%	$9.75K	44,437
Q4 2024	AVGO Broadcom Inc.	Broadcom Inc.	Sell	-618	-0.8%	$17.51K	75,518
Q4 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+68	+0.6%	$5.17K	11,396
Q4 2024	CVX Chevron Corporation	Chevron Corporation	Buy	+242	+0.7%	$5.01K	34,600
Q4 2024	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Buy	+1,072	+0.6%	$11.12K	170,243
Q4 2024	FTNT Fortinet, Inc.	Fortinet, Inc.	Buy	+404	+1.6%	$2.47K	26,176
Q4 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+371	+0.7%	$9.49K	50,132
Q4 2024	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-39	-0.2%	$6.72K	17,271
Q4 2024	INTU Intuit Inc.	Intuit Inc.	Buy	+26	+0.2%	$7.85K	12,489
Q4 2024	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+13	+0.1%	$5.26K	21,949
Q4 2024	LGLV SPDR SSGA US Large Cap Low Vola	SPDR SSGA US Large Cap Low Vola	Buy	+121	+2.3%	$887.00	5,367
Q4 2024	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+32	+0.3%	$5.26K	10,827
Q4 2024	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+96	+0.4%	$9.73K	23,097
Q4 2024	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-203	-1.0%	$3.11K	20,477
Q4 2024	PFE Pfizer, Inc.	Pfizer, Inc.	Sell	-755	-0.6%	$3.34K	125,824
Q4 2024	PRU Prudential Financial, Inc.	Prudential Financial, Inc.	Sell	-5	-0.0%	$4.22K	35,567
Q4 2024	QQQ Invesco QQQ Trust, Series 1	Invesco QQQ Trust, Series 1	Buy	+185	+0.3%	$31.02K	60,686
Q4 2024	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+391	+1.4%	$805.00	27,467
Q4 2024	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+579,549	+204.9%	$23.56K	862,365
Q4 2024	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Buy	+145,100	+297.9%	$5.40K	193,813
Q4 2024	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Buy	+123,626	+201.3%	$4.29K	185,049
Q4 2024	SPY SPDR S&P 500	SPDR S&P 500	Buy	+182	+0.4%	$26.46K	45,153
Q4 2024	TSLA Tesla, Inc.	Tesla, Inc.	Buy - Position Entry	+820	-	$331.00	820
Q4 2024	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Buy	+33	+0.2%	$6.92K	13,677
Q4 2024	V Visa Inc.	Visa Inc.	Sell	-31	-0.1%	$8.22K	26,008
Q4 2024	VXF Vanguard Extended Market ETF	Vanguard Extended Market ETF	Buy	+389	+1.5%	$4.96K	26,134
Q4 2024	WMT Walmart Inc.	Walmart Inc.	Buy	+321	+9.1%	$349.00	3,861

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